Bank of New York Mellon Corp
BNY- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001390777
In the last 90 days, Bank of New York Mellon Corp insiders filed 0 open-market purchases and 3 sales; 1,885 institutions reported holding it in 13F filings for Q2 2026, worth $83.1B in total; superinvestors Markel Group and Harris Associates (Oakmark) hold it.
Other share classesBNY.PK
13F holders, Q2 2023
Institutional positions in Bank of New York Mellon Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,083
- −43 vs. Q1 2023
- Shares held
- 649.6M
- −8.14M (−1.2%) vs. Q1 2023
- Total value
- $28.9B
- −$997.2M (−3.3%) vs. Q1 2023
- New holders
- 72
- 367 more added
- Sold out
- 115
- 442 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BNY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,885 | $83.1B |
| Q1 2026 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $33.4B |
| Q3 2023 | 1,087 | $27.4B |
| Q2 2023 | 1,083 | $28.9B |
| Q1 2023 | 1,131 | $29.9B |
| Q4 2022 | 1,123 | $30.9B |
| Q3 2022 | 1,031 | $26.1B |
| Q2 2022 | 1,055 | $28.3B |
| Q1 2022 | 1,143 | $33.6B |
| Q4 2021 | 1,154 | $39.3B |
| Q3 2021 | 1,054 | $36.3B |
| Q2 2021 | 1,082 | $37.0B |
| Q1 2021 | 1,059 | $34.5B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 2,300 | $102.4K | 0.06% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,150 | $95.7K | 0.04% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 2,139 | $95.2K | 0.09% | +2,139 | New |
| Farther Finance Advisors, LLC | 2,102 | $93.6K | 0.02% | +268+14.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,098 | $93.4K | 0.01% | −212−9.2% | Reduced |
| Glen Eagle Advisors, LLC | 2,050 | $91.3K | 0.02% | −150−6.8% | Reduced |
| Perkins Coie Trust Co | 2,019 | $89.9K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $89.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $89.0K | 0.05% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | $89.0K | 0.08% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,881 | $83.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,847 | $82.2K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,805 | $80.4K | 0.00% | −200−10.0% | Reduced |
| Cutler Group LP | 1,740 | $77.0K | 0.02% | −16,470−90.4% | Reduced |
| Johnson Financial Group, Inc. | 1,680 | $74.8K | 0.01% | +90+5.7% | Added |
| United Community Bank | 1,634 | $72.7K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,602 | $71.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,581 | $70.4K | 0.03% | −113−6.7% | Reduced |
| ICA Group Wealth Management, LLC | 1,573 | $70.0K | 0.02% | +1,463+1,330.0% | Added |
| Cambridge Trust Co | 1,526 | $67.9K | 0.00% | −74−4.6% | Reduced |
| Grove Bank & Trust | 1,466 | $65.3K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,444 | $64.3K | 0.10% | +1,173+432.8% | Added |
| Focused Wealth Management, Inc | 1,442 | $64.2K | 0.01% | +6+0.4% | Added |
| FinTrust Capital Advisors, LLC | 1,395 | $63.5K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,394 | $62.1K | 0.02% | +181+14.9% | Added |
| Glassman Wealth Services | 1,360 | $60.5K | 0.01% | −95−6.5% | Reduced |
| CoreFirst Bank & Trust | 1,290 | $57.4K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,275 | $56.8K | 0.02% | +878+221.2% | Added |
| AllSquare Wealth Management LLC | 1,351 | $55.0K | 0.04% | +148+12.3% | Added |
| Laurel Wealth Advisors LLC | 1,223 | $54.4K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,221 | $54.4K | 0.02% | 00.0% | Unchanged |
| AM Squared Ltd | 1,200 | $53.4K | 0.06% | −200−14.3% | Reduced |
| Mendota Financial Group, LLC | 1,199 | $53.4K | 0.06% | +407+51.4% | Added |
| Chilton Capital Management LLC | 1,159 | $51.6K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,153 | $51.4K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,142 | $50.8K | 0.01% | −76−6.2% | Reduced |
| Rosenberg Matthew Hamilton | 1,130 | $50.3K | 0.02% | −615−35.2% | Reduced |
| Massmutual Trust Co FSB | 1,127 | $50.2K | 0.00% | +340+43.2% | Added |
| Sawyer & Company, Inc | 1,125 | $50.0K | 0.02% | −464−29.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $49.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,100 | $49.0K | 0.03% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,036 | $46.1K | 0.04% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,000 | $44.5K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $44.5K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 981 | $44.2K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 960 | $42.8K | 0.00% | +8+0.8% | Added |
| Stonebridge Capital Advisors LLC | 948 | $42.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 938 | $42.0K | 0.02% | −504−35.0% | Reduced |
| EverSource Wealth Advisors, LLC | 932 | $41.5K | 0.00% | +28+3.1% | Added |
| First Command Bank | 900 | $40.1K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 900 | $40.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 896 | $39.9K | 0.00% | −150−14.3% | Reduced |
| Adirondack Trust Co | 871 | $39.5K | 0.02% | −10,605−92.4% | Reduced |
| Sunbelt Securities, Inc. | 882 | $39.3K | 0.01% | +84+10.5% | Added |
| Safeguard Financial, LLC | 883 | $39.0K | 0.02% | +883 | New |
| Pflug Koory, LLC | 850 | $37.8K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 833 | $37.1K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 830 | $37.0K | 0.02% | +110+15.3% | Added |
| Sandy Spring Bank | 800 | $35.6K | 0.00% | −2−0.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 797 | $35.5K | 0.02% | +797 | New |
| BOK Financial Private Wealth, Inc. | 778 | $34.6K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 774 | $34.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 750 | $33.4K | 0.01% | +750 | New |
| Bollard Group LLC | 734 | $33.0K | 0.00% | +3+0.4% | Added |
| Caldwell Trust Co | 741 | $33.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 707 | $31.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 700 | $31.2K | 0.02% | +200+40.0% | Added |
| HHM Wealth Advisors, LLC | 670 | $29.8K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 666 | $29.6K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 655 | $29.2K | 0.01% | −1,182−64.3% | Reduced |
| First PREMIER Bank | 664 | $29.0K | 0.01% | −1,495−69.2% | Reduced |
| Nemes Rush Group LLC | 600 | $26.7K | 0.00% | +600 | New |
| BDO Wealth Advisors, LLC | 598 | $26.6K | 0.00% | +65+12.2% | Added |
| Assetmark, Inc | 587 | $26.1K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 543 | $24.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 547 | $24.0K | 0.02% | −640−53.9% | Reduced |
| GeoWealth Management, LLC | 536 | $24.0K | 0.00% | +50+10.3% | Added |
| Larson Financial Group LLC | 527 | $23.4K | 0.00% | +105+24.9% | Added |
| Cornerstone Planning Group LLC | 526 | $23.4K | 0.01% | +526 | New |
| Meitav Dash Investments Ltd | 3,584 | $22.6K | 0.00% | +3,584 | New |
| Brown Brothers Harriman & Co | 504 | $22.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $22.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 468 | $20.8K | 0.00% | −31−6.2% | Reduced |
| JJJ Advisors Inc. | 467 | $20.8K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 444 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 443 | $19.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 432 | $19.2K | 0.00% | +4+0.9% | Added |
| Harbor Investment Advisory, LLC | 409 | $18.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $17.8K | 0.00% | −147−26.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 400 | $17.7K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 393 | $17.5K | 0.00% | +3+0.8% | Added |
| Bell Investment Advisors, Inc | 391 | $17.4K | 0.00% | −35−8.2% | Reduced |
| Cedar Mountain Advisors, LLC | 389 | $17.3K | 0.00% | +34+9.6% | Added |
| Gradient Investments LLC | 383 | $17.1K | 0.00% | +30+8.5% | Added |
| Atlas Capital Advisors LLC | 382 | $17.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 389 | $17.0K | 0.01% | −246−38.7% | Reduced |
| Versant Capital Management, Inc | 374 | $16.6K | 0.01% | +35+10.3% | Added |
| Pinebridge Investments, L.P. | 370 | $16.5K | 0.00% | −3,366−90.1% | Reduced |
| Buck Wealth Strategies, LLC | 357 | $15.9K | 0.01% | +357 | New |
| Atwood & Palmer Inc | 355 | $15.8K | 0.00% | 00.0% | Unchanged |